TheFinancialReports

by Petkov Dimitar PetkovMicrosoft 365Price not published

Retrieve public-company reports and past share prices inside Microsoft Excel.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
TheFinancialReports — screenshot from the Microsoft Marketplace listing

What it does

Retrieves reports and past share-price data for a selected public company through an Excel task pane. The information comes from public sources and is presented for comparison and analysis. No registration or sign-in is required. The listing states that the add-in does not collect, retain, or send personal data and supports Microsoft 365 Excel on Windows and Mac.

Key capabilities

from the Microsoft Marketplace listing

Company report retrieval

Fetches financial reports for a selected public company in Excel.

Share-price history

Provides historical share-price information within Excel.

Task pane access

Uses an Excel task pane for company selection and data retrieval.

Public-source data

Uses publicly available sources for the financial information.

No sign-in

Requires no registration, login, or account.

Windows and Mac

Supports Microsoft 365 Excel on Windows and Mac.

Use cases

  • Independent analysts can compare public-company financial information in a spreadsheet.
  • Private investors can retrieve public financial data without creating an account.

Who it's for

Finance professionals, analysts, finance teams, independent analysts, and private investors.

In the catalog

1,214 plugins in Microsoft 365 · Analytics

Price distribution: 38 free, 54 freemium, 419 paid, 703 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«The Financial Reports Excel Add-in enables users to quickly access and analyse publicly available financial data directly within Microsoft Excel. It is designed for finance professionals, analysts, and private investors who need structured financial information for comparison and analysis. The add-in provides a simple …»

Official marketplace listing

Publisher
Petkov Dimitar Petkov
Updated on marketplace
Facts verified

Tags

financialreportsmarketsshareprice